Permit Capital, LLC Portfolio Holdings

Permit Capital, LLC

  • $308 Million
  • Q3 2025

Permit Capital, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $308 Million distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sba Communications Corp with a value of $112M, Pitney Bowes Inc with a value of $32.5M, Expedia Group, Inc. with a value of $17.7M, Inter Digital, Inc. with a value of $14.4M, and Western Digital Corp with a value of $12M.

Examining the 13F form we can see an increase of $3.65M in the current position value, from $304M to 308M.

Permit Capital, LLC is based out at West Conshohocken, PA

Below you can find more details about Permit Capital, LLC portfolio as well as his latest detailed transactions.

Portfolio value $308 Million
Real Estate: $112 Million
Communication Services: $47.2 Million
Technology: $44.6 Million
Consumer Cyclical: $36 Million
Industrials: $32.5 Million
Financial Services: $18.4 Million
Healthcare: $9.46 Million
Energy: $7.86 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$21.3B
$112 Million 36.32% of portfolio
577,922
Q1 2025 Reduced 3.08%
$1.59B
$32.5 Million 10.57% of portfolio
2,850,000
Q2 2025 Added 18.75%
$40.2B
$17.7 Million 5.77% of portfolio
83,000
Q2 2025 Added 13.7%
$10.1B
$14.4 Million 4.68% of portfolio
41,672
Q3 2025 Reduced 17.63%
$50.1B
$12 Million 3.9% of portfolio
100,000
Q3 2025 Reduced 11.54%
$8.96B
$11.6 Million 3.77% of portfolio
310,000
Q2 2025 Added 10.71%
$1.74T
$11.4 Million 3.72% of portfolio
47,000
Q1 2025 Reduced 14.41%
$1.37T
$11 Million 3.58% of portfolio
15,000
Q2 2025 Reduced 11.76%
$4.17B
$10.5 Million 3.4% of portfolio
155,600
Q2 2025 Reduced 31.63%
$9.13B
$10.3 Million 3.35% of portfolio
292,000
Q2 2025 Added 19.18%
$8.56B
$9.68 Million 3.15% of portfolio
341,350
Q2 2025 Reduced 12.78%
$103B
$9.46 Million 3.07% of portfolio
125,500
Q4 2022 Reduced 5.28%
$71.6B
$8.72 Million 2.83% of portfolio
130,000
Q1 2024 Added 31.31%
$2.39B
$8.04 Million 2.61% of portfolio
105,263
Q1 2024 New
$10.1B
$7.86 Million 2.55% of portfolio
208,850
Q2 2025 Reduced 8.74%
$4.67B
$7.77 Million 2.52% of portfolio
81,000
Q2 2024 Reduced 26.36%
$25.4B
$5.96 Million 1.94% of portfolio
219,000
Q2 2023 New
Sandisk Corp
-
$0 0.0% of portfolio
-
Q1 2025 New
Qvc Group Inc
-
$0 0.0% of portfolio
-
Q3 2025 Added 141.19%

Summary

  • Portfolio
  • No. of Stocks 20
  • Current Value $308 Million
  • Prior Value $304 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 0 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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